Position in MCI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$427,069
-$104,508 QoQ
Shares Held
24,772
-15.4% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MCI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. MCI ranks #185 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
545,164 | $524,289,670 | |
| 2 | AMP |
Ameriprise Financial Inc
|
315,989 | $140,425,511 | |
| 3 | ARES |
Ares Management Corp
|
920,109 | $100,383,891 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,322,041 | $93,972,999 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,007,901 | $93,230,842 | |
| 6 | RJF |
Raymond James Financial Inc
|
509,075 | $73,708,969 | |
| 7 | APO |
Apollo Global Management, Inc.
|
580,055 | $64,629,728 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
1,803,388 | $63,912,070 |
All Filings in MCI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,069 | 24,772 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $531,577 | 29,288 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $585,452 | 28,201 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $574,076 | 26,504 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $596,196 | 25,435 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $591,835 | 29,040 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $370,379 | 18,584 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $348,976 | 18,742 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $273,338 | 15,901 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $338,079 | 18,344 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $456,059 | 28,611 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $403,313 | 27,068 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $467,063 | 33,008 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $451,619 | 32,351 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $353,768 | 27,318 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $375,050 | 27,968 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $294,639 | 19,346 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $295,246 | 18,476 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $259,327 | 16,677 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $174,389 | 11,473 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||